Position in BKH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$458,750
+$202,072 QoQ
Shares Held
6,166
+66.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#267
of 473 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in BKH Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Lido Advisors, LLC holds $7,006,046 across 6 Utilities - Regulated Gas names. BKH ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPH |
Suburban Propane Partners LP
|
202,235 | $3,458,218 | |
| 2 | ATO |
Atmos Energy Corp
|
11,412 | $1,965,944 | |
| 3 | NI |
Nisource Inc.
|
10,235 | $486,674 | |
| 4 | BKH |
Black Hills Corp /Sd/
This page
|
6,166 | $458,750 | |
| 5 | OGS |
ONE Gas, Inc.
|
5,666 | $436,678 | |
| 6 | NJR |
New Jersey Resources Corp
|
3,565 | $199,782 |
All Filings in BKH
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,750 | 6,166 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $256,678 | 3,698 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $263,171 | 3,791 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $225,234 | 3,657 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $552,521 | 9,110 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $558,163 | 9,538 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $564,259 | 9,232 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $1,241,712 | 22,742 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $213,945 | 4,229 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $208,797 | 3,309 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,307,339 | 18,586 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $955,941 | 14,114 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $655,221 | 9,004 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $423,918 | 5,504 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||